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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,424 | $49,177-62.5% | $79,466-76.8% | $64,173-71.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -10.27% | -1.16%-9.1pp | 718.28%-728.6pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,640 | $2,076+27.1% | $2,800-5.7% | $2,381+10.9% |
| Participant deferral / active EE | $4,873 | $2,821+72.7% | $3,704+31.6% | $3,470+40.4% |
| Admin fee / account holder | $20 | $3,839-99.5% | $5,104-99.6% | $4,887-99.6% |